Make Financial Fitness Part of Your Daily Routine

    By Evati Team|August 7th, 2018|Investing 101|

    At Evati, we like the term “financial fitness.”  So, what does that mean?  To us, financial fitness means having your finances in shape so they help you achieve your financial goals. Like your very own [...]

    You Got Your First Real Job – Now What?

    By Evati Team|August 6th, 2018|Investing 101|

    Congrats! You have served your time in the classrooms, worked hard to get some job experience, and now you’ve finally landed your first “real” job. The thrill of landing a real job can quickly be [...]

    I Have Less Than $20 In My Checking Account. Can I Start Investing?

    By Evati Team|August 3rd, 2018|Investing 101|

    People have lots of reasons to put off saving and investing. “I have plenty of time to start saving,” or, “I have other things to put my money toward.” However, one of the most common [...]

    We’re Here to Help

    By Pete Clemson|July 20th, 2018|Evati|

    Are almost half of all Americans really living paycheck to paycheck? When I ask this question to colleagues that I work with in financial services, they are surprised by the answer.  Ask anyone who lives this experience every day and they know the answer.  My personal obsession with this question started when I read Neal Gabler’s article, “The Secret Shame of Middle Class Americans”. I have spent more than 25 years working at the crossroads of finance and technology.  Given the profound effect that money has on everyone’s life, I have always found it to be a fascinating industry.  […]

    Let’s Talk About Goals

    By Colleen Wiechart|July 6th, 2018|Investing 101|

    In the midst of seemingly abstract financial jargon, goal based investing is about tangibility. We want to visualize our goals and then develop a plan to make our visions our realities.  Initially, when thinking about [...]

    Evati Is Open for Business!

    By Pete Clemson|July 2nd, 2018|Evati|

    A heartfelt thanks to many of you for your ideas, help, and support over the past 14 months – Evati is now open for business due to your amazing assistance on this journey. For those [...]